The knowledge and experience to provide fairness opinions and valuations to public and private companies and shareholders in connection with mergers, acquisitions, capital raising, estate and other transactions.
Our fairness opinions and valuations offer client companies, boards of directors, and shareholders, a professional independent analysis of complex transactions from an advisor who understands their business and industry the best. Our firm’s capabilities in providing opinions and valuations include:
- Analyzing the company and transaction utilizing a broad range of sophisticated valuation methodologies
- Preparing thoroughly researched and detailed presentations for clients which substantiate the opinions and/or valuations
- Providing supporting testimony for our opinions and/or valuations, as needed
For buy-side and sell-side merger and acquisition transactions, capital transactions such as public or private offerings, and other corporate transactions, our professionals independently advise clients on the financial merits and fairness of transactions.
We are regularly engaged to render fairness opinions to banks and other financial institutions in public and private acquisitions, mergers, sale transactions, divestitures, capital raising transactions, rights offerings, and other corporate transactions.
When rendering a fairness opinion, our team analyzes and considers a wide range of relevant items impacting a company’s owners, including among other things, market comparable statistics, the financial impact to a company’s shareholders, comparable offer proposals, and the value of the currencies being exchanged. Our opinions also go through an extensive internal fairness committee review by senior principals of the firm to ensure that integrity of the work product that is delivered to our clients.
Business and Stock Valuations:
When it comes to questions of value, you need an adviser who understands your business and all of the facets that affect the value of your organization. Our professionals use multiple industry-standard, as well as, proprietary valuation techniques in order to identify the appropriate valuation metrics, given the particular circumstances in each transaction or situation.
In addition to performing valuations associated with mergers and acquisitions, our team uses its valuation expertise for various other situations, including employee stock ownership plans, 401(k), gift and estate valuations, shareholder stock valuations to assess control premiums and/or minority discounts, and limited partnership valuations, among others. Our valuation services are customized depending on the specific set of circumstances affecting our clients and we remain flexible so that we can develop the best approach to meet our clients needs.